Rather & Kittrell, Inc.

Retirement Plan Advisor

Knoxville, TN

About Rather & Kittrell, Inc.

<p>Founded in 2000, Rather &amp; Kittrell, Inc. is a registered investment advisor based in Knoxville in the East Tennessee region. The firm has 28 employees and works with individuals, families, charitable organizations, and businesses.</p> <p>Rather &amp; Kittrell provides wealth management along with retirement plan advisory work for employers. The team handles financial planning and portfolio management, and it works with clients on retirement plan solutions as part of an overall planning relationship. The firm reports $1.9B in assets under management (2026).</p> <p>One point that sets Rather &amp; Kittrell apart is how it ties investment management to day-to-day planning items like tax planning, cash flow, risk management, and estate planning, rather than treating these as separate projects. Rather &amp; Kittrell was named to the 2025 CNBC Financial Advisor 100 ranking.</p> <p>Clients also have access to educational materials, including articles, newsletters, and videos, to support ongoing financial decisions. For sponsors comparing <a href="/retirement-plans">retirement plan providers</a> and <a href="/plan-advisors">plan advisors</a>, Rather &amp; Kittrell positions its work around fiduciary standards and long-term planning.</p> <ul> <li>Registered investment advisor (RIA) founded in 2000</li> <li>Headquartered in Knoxville, serving the East Tennessee area</li> <li>28 employees</li> <li>$1.9B AUM (2026)</li> <li>Named to the 2025 CNBC Financial Advisor 100 ranking</li> </ul>

Website: https://rkcapital.com/

Founded: 2000

Employees: 28

Office Locations

  • Knoxville, TN (Headquarters)

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $1.9B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN AND TRUSTTHE H. T. HACKNEY COMPANY, TN$125M4,846
MAXUM PETROLEUM 401(K) PLANMAXUM PETROLEUM OPERATING COMPANY, TX$66M717
EMJ CORPORATION RETIREMENT PLANEMJ CORPORATION, TN$24M197
EDUCATION LOAN FINANCE, INC 401(K) PLANEDUCATION LOAN FINANCE, INC., TN$24M328
DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLANDEALERS WAREHOUSE CORPORATION, TN$20M216
MOUNTAIN COMMERCE BANK RETIREMENT & SAVINGS PLANMOUNTAIN COMMERCE BANK, TN$17M109
BLACKBERRY FARM 401K SAVINGS PLANBLACKBERRY FARM, TN$13M831
FURROW GROUP 401(K) PLANFURROW AUCTION COMPANY, TN$13M238
LISEGA, INC. 401(K) PLANLISEGA, INC., TN$11M143
RIDGEVIEW PSYCHIATRIC HOSPITAL AND CENTER, INC. 403(B) PLANRIDGEVIEW PSYCHIATRIC HOSPITAL AND CENTER, INC., TN$9M279
RIDGEVIEW PSYCHIATRIC HOSPITAL AND CENTER, INC. RETIREMENT PLANRIDGEVIEW PSYCHIATRIC HOSPITAL AND CENTER, INC., TN$5M202

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